How to pick an auditor for your company’s retirement plan

By |2020-07-25T06:32:14-07:00May 20th, 2020|Blog, Fiduciary, Institutional|

Audit season is in full swing for retirement plans, and if your company has a “large plan” (defined as more than 100 participants) you are required to undergo an annual audit by a CPA. This requirement kicks in when your start-of-year participant count exceeds 120 for the first time. If your company sponsors a plan [Read More]

The SECURE Act: What individuals, business owners and retirement plan sponsors need to know

By |2020-07-24T14:55:50-07:00December 29th, 2019|Blog, Fiduciary, In the news, Personal Wealth|

Business owners, especially smaller employers, now have more incentives and options to offer retirement savings plan.  Individuals have additional opportunities to grow their retirement savings.  Signed in to law by the President on December 20, 2019, The SECURE Act (‘Setting Every Community Up for Retirement Enhancement”) brings the most significant pension reform in more [Read More]

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